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Company Profile

As of Date 02/26/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 7,730 -15.64%
of those in investment advisory functions 4,642 1.75%
AUM* 2,419,433,055,687 9.16%
of that, discretionary 2,379,833,078,444 9.24%
Private Fund GAV* 571,870,512,964 -6.04%
Avg Account Size 6,614,413 20.34%
High Net Worth 26.64% 13.64%
SMA’s Yes
Private Funds 1229 263
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

2,217B 1,900B 1,584B 1,267B 950B 633B 317B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count58 GAV$53,743,187,902
Fund TypeLiquidity Fund Count5 GAV$157,459,951,999
Fund TypePrivate Equity Fund Count343 GAV$185,189,442,623
Fund TypeReal Estate Fund Count43 GAV$7,809,704,917
Fund TypeSecuritized Asset Fund Count8 GAV$1,980,448,689
Fund TypeOther Private Fund Count772 GAV$165,687,776,834

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